Commercial Lines Account Manager

Account Manager

The primary role of the Account Manager is to provide excellent customer service to our policyholders and prospects by answering their inquiries, resolving issues, and offering solutions. The ideal candidate should possess exceptional communication and problem-solving skills, and have a good understanding of insurance products and services for large construction accounts.

Responsibilities

New Business:

• Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account and round it out.
• Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs.
• Provides technical support to Producer(s) to benefit clients and to reach agency's strategic business goals.
• Obtains client signatures on applications as necessary; follows up to ensure timely receipt of quotations and policies.
• Manages clients' needs by producing binders, certificates, policies, endorsements and other related items; verifies their accuracy.

Retention:

• Prepares summaries of insurance, schedules and proposals as needed for account review.
• Maintains and updates electronic and client activity files.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming mail requests, responding promptly and appropriately.
• Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments
• Processes and follows up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

Personal and Organizational Development:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
• Performs technical tasks to expedite client services.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

Required Education and Experience

Experience:

• Five (5) or more years Commercial Lines Account Manager experience preferred, but will consider 3+ years.
• Large Construction clientele experience would be a plus.
• Must have an active P&C License.
• Experience using Applied Epic strongly preferred.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting View email address on click.appcast.io.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.